EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$803M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.66M
3
+$7.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.71M

Top Sells

1
+$4.86M
2
+$4.55M
3
+$1.69M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.04M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$773K

Sector Composition

1 Technology 10.14%
2 Financials 6.6%
3 Consumer Discretionary 6.3%
4 Industrials 4.31%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$59.5K 0.01%
2,335
-280
727
$59.4K 0.01%
927
+18
728
$59.3K 0.01%
4,997
-295
729
$59K 0.01%
1,901
+155
730
$59K 0.01%
1,435
+40
731
$59K 0.01%
2,588
+25
732
$58.9K 0.01%
809
-19
733
$58.4K 0.01%
50
734
$58.2K 0.01%
259
+3
735
$58.2K 0.01%
453
+16
736
$58.2K 0.01%
14,162
-309
737
$57.7K 0.01%
764
-6
738
$57.6K 0.01%
82
+2
739
$57.5K 0.01%
2,098
+1,591
740
$57.4K 0.01%
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741
$57.3K 0.01%
622
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742
$57K 0.01%
555
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743
$56.8K 0.01%
2,479
+276
744
$56.7K 0.01%
1,423
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745
$56.7K 0.01%
270
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746
$56.7K 0.01%
8,331
-2,526
747
$56.6K 0.01%
1,847
-191
748
$56.5K 0.01%
700
-13
749
$56.5K 0.01%
1,075
+20
750
$56.4K 0.01%
5,524
28 29
30
31 32